Christopher Joseph Lopez
Hansville,WA
Summary
Results-driven known for high productivity and efficiency in task completion. Possess specialized skills in customer service management, operational oversight, and team leadership. Excel in communication, problem-solving, and adaptability, ensuring successful branch operations and customer satisfaction. Commitment to continuous improvement drives consistent achievement of objectives. With 20 years of financial experience, my objective is to further my growth and career to add to my success in both leadership and productivity, which will benefit not only myself, but more importantly, my team and clients.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Umpqua Bank
Poulsbo, WA
10.2022 - Current
- Daily monitoring of transactions, GLs, and operations to ensure the office is up to procedure and regulations standards
- Leadership and management with employees on performance on office growth and operational education
- Communicate daily with Branch Manager on operational updates and training of staff and growth opportunities of clients
- Successful operations audit in 2023 with a 94% passing grade with no action plans needed
- Ensured compliance with all applicable laws, regulations, policies, and procedures related to banking operations.
- Provided bank leadership in absence of branch manager.
- Networked within communities to identify and capitalize on business opportunities.
- Maintained a positive relationship with customers by responding promptly to inquiries or complaints.
- Supervised branch team, providing management with performance assessment suggestions.
Branch Manager
Kitsap Bank
Sequim, WA
05.2022 - 10.2022
- Supervise the office in both sales and operations to ensure consistency in being in compliance and and on track on our office goals
- Develop leadership with the team to help them further their skills and to help support their career goals and aspirations
- Being involved in community efforts within Sequim to represent Kitsap Bank with the purpose of building relationships in both clients and centers of influence
Customer Service Manager
Coastal Community Bank
Edmonds, WA
01.2020 - 04.2022
- Facilitate sound operational methods and controls to ensure compliance with both bank and regulatory standards
- Assist Branch Manager with discovering prospect opportunities
- Develop skills and long term goals of direct reports
- Deepen existing client relationships and recommend solutions based on the client's current needs
- Organize and present weekly pipeline data to Area Manager
Senior Relationship Banker
Opus Bank
Edmonds, WA
10.2014 - 01.2020
- Oversee branch operations and set client acquisition appointments for Relationship Banking Manager
- Received passing branch audit scores since joining the team; ranked 1st in audit scores amongst nine (9) offices in our group
- Met with the firm's CEO as one of the top offices in sales and operations in the PNW region
AVP, Relationship Banking Manager
Opus Bank
Laguna Niguel, CA
10.2014 - 01.2020
- Focus on developing prospective business relationships by bringing in both deposits and loans
- Spearheaded the acquisition of a $5 million deposit relationship
- Met sales goals by acquiring $10 million in deposits and over $500k in business lending for 2016
- Former employees promoted to Relationship Banking Manager and Assistant Client Relationship Manager
Private Client Banker
Chase
Ladera Ranch, CA
11.2004 - 10.2014
- Build long-lasting customer relationships and retention by identifying customer needs in areas of investment options, business and personal lending, checking accounts, and credit products
- Brought in deposit and investment balances exceeding $6.5 million in less than 12 months from branch opening
Relationship Banker
Chase
Rancho Santa Margarita, CA
- 2nd overall in South Orange County/San Diego District for sales production in 2009
- Funded $13 million in home equity lines of credit for Washington Mutual
Float Teller
Chase
Multiple, CA
- Supported offices with customer service needs, operational tasks, and other various functions
Education
GED -
College of The Sequoias
Visalia, CASkills
- Regulatory compliance
- Operational auditing
- Transaction monitoring
- Performance management
- Customer relationship management
- Sales strategy development
- Employee training
- Leadership development
- Problem resolution
- Client retention
- Team collaboration
- Operational reports
Certification
- Formerly held: Series 6 and Series 63 (Expired due to moving to a non Broker/Dealer firm)
- Formerly held: California Life & Heath (Expired due to now residing in the state of Washington)
- Currency hold Federal NMLS
References
Available upon request
Clubs And Activities
- Member of OC Pro Networking Group; 2014 - 2017
- Ambassador in the Laguna Niguel Chamber of Commerce; 2014 - 2017
- Member of the Lions Club Laguna Niguel, CA; 2014-2017
- Highly active on LinkedIn with over 500 connections.
- Successfully published and launched a non-fiction book; 2022
Timeline
Assistant Branch Manager
Umpqua Bank
10.2022 - Current
Branch Manager
Kitsap Bank
05.2022 - 10.2022
Customer Service Manager
Coastal Community Bank
01.2020 - 04.2022
Senior Relationship Banker
Opus Bank
10.2014 - 01.2020
AVP, Relationship Banking Manager
Opus Bank
10.2014 - 01.2020
Private Client Banker
Chase
11.2004 - 10.2014
Relationship Banker
Chase
Float Teller
Chase
GED -
College of The Sequoias
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